See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,777 | $61,774-68.0% | $97,226-79.7% | $80,856-75.5% |
| Participation rate | 76.0% | 63.5%+12.5pp | 72.7%+3.3pp | 67.6%+8.4pp |
| Annual return | 14.37% | -557.90%+572.3pp | 75.13%-60.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,560 | $1,837-15.1% | $2,729-42.8% | $2,755-43.4% |
| Participant deferral / active EE | $3,082 | $3,029+1.8% | $4,264-27.7% | $4,296-28.3% |
| Admin fee / account holder | $280 | $5,166-94.6% | $5,654-95.0% | $6,918-95.9% |